How to Create or Modify My Company's Members in Bulk? [EN]

You may manage telephony extensions of your Company members in bulk with configuration files (format .csv). This functionality is beneficial for Companies with plenty of members. In this way, you may create, update or delete all your colleagues in a few clicks. A source file sample is available in your administration space. This file presents all the possibilities for you when monitoring your members.

Note: Administration functionalities of Companies are only available on computers (Web and Desktop applications).

How to Create or Modify My Company's Members in Bulk?

Source File Sample Retrieval

Click on "Companies" in the upper band of your Rainbow screen.

In the left panel, go to "My company" to access the Company settings page.

Select the tab "Members" and click on the blue button "IMPORT."

Choose "Import user information from formatted CVS file."

In the first paragraph about your members' information, click on the link "Download user sample file."

Source File Preparation

Open the sample file downloaded from your administration space. This file includes a description of possible actions.

The entries "Action" and "LoginEmail" must be filled as they are related to the forthcoming action and the account of the targeted member. Three actions are available:

Create: To create a user by automatically assigning data from columns B to P.

Update: To update a user by automatically assigning data from columns B to P. Leaving a blank case does NOT erase the active value before importing the file.

Delete: To delete a user and its data (conversations, contacts, etc.).

Warning: Pay attention to respecting the encoded CSV format in UTF8 when saving the file.

Note: For the values ending by "0", you can create a new columns with the same label ending by"1". This allows you to add multiple MobilePhones or Services, for example.

Source File Import and Data Analysis

Starting on the page "Import Users in Bulk" of your administration space, click on the blue button "BROWSE."

Select the preselected source file and click on "Open."

Type a description of your import that will enable the tracking of your actions.